WTAI vs. SPMO ETF Comparison

Comparison of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) to PowerShares S&P 500 Momentum Portfolio (SPMO)
WTAI

WisdomTree Artificial Intelligence and Innovation Fund

WTAI Description

WisdomTree Artificial Intelligence and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets across the globe. The fund invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment, software and services, software, system software, software research, artificial intelligence software and technology hardware and equipment sectors. It invests in growth and value stocks of diversified market cap companies. It seeks to track the performance of the WisdomTree Artificial Intelligence & Innovation Index, by using representative sampling technique. WisdomTree Artificial Intelligence and Innovation Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$22.09

Average Daily Volume

50,974

Number of Holdings *

62

* may have additional holdings in another (foreign) market
SPMO

PowerShares S&P 500 Momentum Portfolio

SPMO Description The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "momentum score." In general, momentum is the tendency of an investment to exhibit persistence in its relative performance. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$95.52

Average Daily Volume

730,774

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period WTAI SPMO
30 Days 7.86% 3.05%
60 Days 9.19% 4.90%
90 Days 12.08% 7.14%
12 Months 19.94% 54.88%
5 Overlapping Holdings
Symbol Grade Weight in WTAI Weight in SPMO Overlap
AMZN C 1.93% 9.74% 1.93%
ANET C 0.9% 0.92% 0.9%
AVGO D 2.4% 5.46% 2.4%
META D 2.71% 6.24% 2.71%
NVDA C 2.82% 10.2% 2.82%
WTAI Overweight 57 Positions Relative to SPMO
Symbol Grade Weight
TSM C 2.62%
TSLA B 2.58%
AAPL B 2.55%
ARM D 2.5%
MRVL B 2.44%
GOOGL C 2.23%
PLTR B 2.22%
MSFT D 1.97%
CDNS B 1.85%
ISRG C 1.83%
IOT B 1.8%
AMD F 1.8%
INTC C 1.76%
DOCN D 1.72%
SNPS B 1.7%
NOW B 1.65%
RBLX C 1.61%
MU D 1.58%
ZS C 1.56%
NET B 1.51%
QCOM F 1.5%
ASML F 1.5%
DDOG A 1.44%
CRWD B 1.43%
S B 1.39%
ESTC C 1.28%
TER F 1.27%
AMBA A 1.23%
TEAM B 1.15%
DT C 1.15%
SNOW C 1.12%
GTLB C 1.1%
HPE B 1.09%
AVAV D 1.07%
OKTA C 1.05%
HPQ B 1.03%
CRM B 1.03%
PTC A 1.02%
OPRA B 1.01%
PEGA A 1.0%
FROG C 0.99%
CRDO B 0.95%
DELL C 0.9%
DE B 0.87%
MDB C 0.85%
LMT D 0.84%
ADBE C 0.72%
ADI D 0.72%
GFS C 0.62%
PRO C 0.61%
NXPI D 0.6%
U C 0.53%
MCHP F 0.5%
LSCC D 0.48%
RXRX F 0.42%
SLP D 0.41%
SDGR C 0.4%
WTAI Underweight 93 Positions Relative to SPMO
Symbol Grade Weight
BRK.A B -6.07%
JPM B -5.38%
LLY F -5.19%
COST B -3.79%
WMT B -2.39%
GE D -2.09%
PGR A -1.61%
GS B -1.47%
AXP A -1.39%
IBM C -1.27%
KKR B -1.23%
T A -1.15%
AMGN D -1.04%
RTX D -1.01%
TMUS A -0.99%
TJX A -0.99%
BSX C -0.98%
ETN A -0.96%
C A -0.89%
TT B -0.85%
CB D -0.84%
MCK C -0.81%
FI A -0.78%
VRTX D -0.77%
CTAS B -0.72%
REGN F -0.72%
MSI C -0.67%
ICE D -0.65%
APH B -0.65%
CL D -0.62%
VST B -0.59%
CEG D -0.58%
WELL C -0.57%
FICO B -0.57%
TDG D -0.56%
GD F -0.55%
BK A -0.54%
KLAC F -0.53%
PH A -0.52%
TRGP B -0.47%
CMG B -0.47%
ALL B -0.46%
WMB B -0.45%
AJG A -0.44%
WM A -0.44%
HWM B -0.44%
HLT A -0.43%
AFL B -0.38%
HIG B -0.38%
OKE C -0.38%
IRM C -0.37%
URI B -0.36%
IR A -0.34%
PRU A -0.33%
RSG A -0.33%
AIG B -0.33%
ECL D -0.33%
GWW A -0.32%
KMI B -0.32%
GDDY B -0.31%
AXON B -0.3%
PSX C -0.3%
GRMN A -0.29%
RCL B -0.28%
MPC F -0.27%
PEG A -0.27%
COR C -0.26%
IT C -0.24%
NRG C -0.23%
FANG F -0.22%
WAB B -0.22%
LDOS D -0.21%
VLTO C -0.21%
BRO B -0.21%
NDAQ A -0.21%
FITB B -0.2%
WTW B -0.2%
NTAP C -0.19%
MLM B -0.19%
PHM C -0.18%
SYF A -0.17%
DECK A -0.17%
TYL A -0.16%
NVR D -0.15%
STX D -0.15%
BR A -0.15%
PKG B -0.14%
CBOE B -0.13%
WRB A -0.12%
L B -0.11%
UHS D -0.09%
NWSA B -0.07%
NWS B -0.02%
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